Armbruster Capital Management’s Morgan Stanley MS Stock Holding History

Armbruster Capital Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-624	Closed	-$34K	–	152
2018 Q1	$34K	Hold	624	–	–	0.02%	148
2017 Q4	$33K	Hold	624	–	–	0.02%	152
2017 Q3	$30K	Hold	624	–	–	0.02%	150
2017 Q2	$28K	Hold	624	–	–	0.02%	159
2017 Q1	$27K	Hold	624	–	–	0.02%	163
2016 Q4	$26K	Hold	624	–	–	0.02%	164
2016 Q3	$20K	Hold	624	–	–	0.01%	178
2016 Q2	$16K	Hold	624	–	–	0.01%	198
2016 Q1	$16K	Hold	624	–	–	0.01%	210
2015 Q4	$20K	Buy	+624	New	+$20.7K	0.02%	199

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Armbruster Capital Management's MS Position: Q2 2018 in Review

Armbruster Capital Management sold out of Morgan Stanley (MS) in Q2 2018, closing a stake of 624 shares — an estimated $34K sold.

Armbruster Capital Management first reported a position in MS in Q4 2015 and held it in 10 quarters. The position peaked at $34K in Q1 2018. 1,033 funds tracked by Wall St. Rank hold MS as of Q2 2018.

Armbruster Capital Management reported no remaining Morgan Stanley position as of Q2 2018 after selling out during the quarter.
Armbruster Capital Management sold 624 Morgan Stanley shares in Q2 2018, an estimated $34K.
Armbruster Capital Management first reported a position in Morgan Stanley in Q4 2015 and held it in 10 quarters.
Armbruster Capital Management's Morgan Stanley position peaked at $34K in Q1 2018.
1,033 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2018.

Based on Armbruster Capital Management's 13F filing for Q2 2018, filed 30 Jul 2018.